Jason Nardis is a registered investment advisor at Old Bridge Wealth, INC, based in Syosset, NY, with 1 years of industry experience. Jason operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 253 clients with $140M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Fees are generally negotiable.
Fee Estimator
Location
333 Jackson Ave, Syosset, NY, 11791
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Jason is the owner of Old Bridge Capital Advisors, focusing on accounting, reporting, and alternative investments for SFOs and MFOs. He is also a partner at Oldbridge Wealth Inc., focusing on administrative work.
Employment History
Current Registrations
Old Bridge Wealth, INC
State Registrations2 states
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